Where Life and Finance Meet™

ViaWealth designs portfolios for individual investors, institutions and charitable endowments. We elevate the client experience across customized portfolio design and comprehensive financial planning to ensure they are prepared for When Life and Finance Meet.

We offer both active and passive investment strategies to fit your needs and prepare your investments to not only survive but thrive in a wide array of economic conditions. As a Fiduciary, your success is our primary objective. We are legally and ethically obligated to act in your best interest at all times, and we wouldn’t have it any other way.

Who We Serve

We specialize in serving successful business owners, professionals, institutions and charitable endowments. Our six distinct groups of clients are:


Developing Wealth • up to 500k

Private Wealth Management • 500k to 25m

Ultra-High Net Worth • 25m and up



Charitable Endowments

Educational Endowments

Visualize the goal, integrate the plan and achieve your potential

ViaWealth utilizes our Via Plans to identify how people think and feel about money. Once we determine how our clients emotionalize money, we may begin the journey of understanding how they use money to accomplish their goals and live the richest life possible. We work with you to Visualize, Integrate and Achieve your potential.

All financial plans are custom designed and built for each client

  • Suited for successful business owners, professionals, institutions and charitable endowments,
  • Truly understand how you think and feel about money.
  • We build your plan around the life you want to live.
  • Follow the path to your richest life knowing and fully understanding what matters most to you and your family.
Via Thrive Plan for Institutions and Endowments
  • Utilized for traditional organizations as well as more dynamic, developing organizations.
  • Ensures the future viability of the organization and its ability to serve its beneficiaries.
  • Guidance to further build an existing endowment or create a new one.
  • Integral to the continued development of established endowments as well as helping younger organizations thrive.

Our investment solutions are comprehensive and customized to each client based on their goals, objectives, timeline and values. It is not only about the goal; equally important is how we accomplish the goal and the process we take to get there. (We make sure that the journey is as important as the destination.)

Prior to building an investment strategy, we take the time to truly understand what our clients want to accomplish and how they would prefer to pursue their goals. Only after investing the necessary amount of time and energy, engaging our clients in order to identify what motivates them, will we create a financial plan and investment strategy that fits their lifestyle.

We offer our clients a vast array of Investment Services, including: